Selling Domestic and General Warranties

 

Domestic and General Warranty Sales

 

Procedure Guide for NCompass

 

NCompass Versions 11.14.0 (and Above)

 

 

This guide covers your core system please keep it to hand for reference.

 

 

Rev. 1.0

Authors DP

 

 

 

 

 

 

 

 

 

 

 

Need further help?

 

 

Call Support on 0845 125 9193

You can also email support@findesolutions.com

 

 

 

 

Your Calculus Software Solutions support cover:

 

Monday – Friday 9am-5pm	For the duration of your contract.
Outside the above hours, including weekends	£75 plus VAT per incident

 

 

For help using your system, please call 0845 125 9193

For out of hours Support 0845 833 9196

For sales enquiries such as till rolls or system upgrades, please call 0845 125 9192

For VeriFone queries, please call their Helpline on 08444 828222.

 

 

 

 

 

Overview. 2

In Store Warranty Sales 3

Selling warranties with the products 3

Selling a warranty for a previously sold product 14

Promoted Warranties 15

 

 

 

 

 

 

Overview

 

NCompass Advanced Retail now supports direct integration for Domestic and General warranties, for both sale and submission.

 

Schemas include

 

·         In store term warranty

·         In store monthly warranty

·         Online term warranty

 

If you want to be able to sell online monthly warranty, this will require extensions and development to your website, currently we do not offer the facility to sell monthly warranties via your website

 

 

 

In Store Warranty Sales

 

 

NCompass can ‘Prompt’ the salesperson to add the warranty to the sale each time an item is added to the sales order or invoice.

 

If you want to sell a warranty for a product that’s already sold, this is also supported 

 

Selling warranties with the products

 

·         Start the sale process in the normal way usually this is via a sales order

 

 

 

 

 

·         Sign into the sales order window in the normal way

 

 

·         Then Select Pick Customer

 

 

Search for your customer

 

 

 

·         If your customer is already in NCompass, Highlight and click Select

 

If your customer is not found

 

Click ‘New’

 

 

Fill in the customer details and then click Save

 

Note: its important you get full customer details, full title, initial, Surname, correct address, postcode email and telephone numbers

 

·         Click ‘Save’

 

Now Add your product to the sales

 

Click ‘Add Item’

 

 

Search for your item the click’ Select ‘

 

 

Depending on your system settings, you may or may not be required to pick a stock number, if required pick the first available stock number

 

·         Highlight and Click ‘Select’

Your will then be presented with the price confirmation screen

 

 

If you’re changing the price, you must do it before proceeding, as the next step will check the warranty category and retail price

 

·         Click ‘Confirm’

 

If your system is set to not to prompt for warranties, you will be returned to your sales order, however it’s our recommendation that ‘Prompt for Warranty’ is turned on for all product categories, and the next window that opens is a list of available warranty purchase options

 

The Warranty window will do a live call to Domestic and Generals system to check the warranty rates and update if required, this should only take a few seconds and then you will be presented with the list

 

 

 

There may be more than one warranty purchase option available

 

This will show both term warranty.

 

36-month, 60-month, and the term includes the manufacturers original warranty

 

And monthly warranties, where the term will be set to 1 month and the price shown is the monthly price

 

Select the desired warranty option and the price will update, not you should not try and change the warranty price, if you do the warranty submission may be rejected

 

·         Click ‘Confirm Warranty Purchase’ to continue with the sale and include the selected warranty

 

Or

 

·         Click ‘Cancel – No Warranty required’

Note: if for any reason there is no access to Domestic and General’s systems the rate will not be able to be confirmed, and you will not be able to sell the warranty

 

 

If this happens, check your internet access and the service status with Domestic and General

 

You can always return to the sales order later to add the warranty to the sales order.

 

Complete the IPID requirements

 

IDIP = Insurance Product Information Document

 

The PDF is stored the normal reports folder, and can be printed emailed or viewed directly from NCompass

 

This document can be different based on the warranty type, Monthly / Term

 

, It’s a requirement that the customer gets a copy of the IPID and has a chance to read through the basic terms before accepting the warranty sale, Domestic and General may also require confirmation of any questions or statements before the warranty can be purchased, so the following window will open

 

 

·         Confirm Any Questions

·         Select the warranty Document delivery method (this defaults to both)

 

 

If there are any questions or statements that require confirmation, they must be read out to the customer and then confirmed, normally for Domestic and General the only question will be to confirm that the customer has received read the IPID

 

Print Will send the correct IPID PDF to the default A4 Printer

 

Email will open up the NCompass Email client with the customers email address and a email template with the correctly worded text, and the PDF attached

 

 

 

Click ‘Send’

 

View will open the PDF in a mini-Browser

 

 

 

Once the customer has received / viewed the IPID   you can Continue

 

Click ‘Confirm’

 

If a monthly warranty has been selected, you will be prompted to collect the customers Direct Debit details

 

 

Enter the customer bank details

 

The payment day defaults to the current day, the customer can have the direct debit taken on any day form the 1^st to the 28^th

 

You cannot submit monthly warranties without bank details, if click ‘details not taken’, you will be prompted again when confirming the sale

 

 

Back at the soles order screen, you can now continue to add more products, if additional products also have a tagged warranty, the same process will be available for each product line

 

When the sale is complete

 

·         Click ‘Confirm’

 

 

Select the item delivery / Shipping / Collection options required

 

 

·         Click ‘Complete Sale’

 

 

 

If you have not taken the bank details and there is a monthly warranty present on the sale you get one final chance to eneter them, monthly warranties can not be submitted without bank details

 

 

The Warranty Submission will now take place, there will be a short pause while NCompass connects to Domestic and Generals systems and submits the warranty, Once complete you will get a confirmation

 

 

If the Warranty Fails to submit you will be given a reason

 

The Warranty is automatically removed for the sales order and is replaced with a sundry line indicating the submission has been cancelled

 

 

 

Selling a warranty for a previously sold product

 

·         Start a new sales order

·         Add the customer on to the sales order

·         Click the Warranty button and select the option ‘For another item’

 

 

 

 

This will bring up a list of the customers previous purchases

 

 

 

 

·         Highlight the item and Click Select

·         Proceed with the warranty purchase as above

 

 

 

Promoted Warranties

 

There is provision in the rates table / API call for promoted warranties, if a promoted warranty is available it will be shown in the warranty selection screen, the warranty name will be prefixed with [Promo]

 

The availability field will show when the promotion is valid until and under the selection table the promotional test will be shown